Case Study: GenBI: Building an Automated BI Agent

August 19, 2025

Prerequisite: None

Asaf Bord

Data & AI Product Leader

Northwestern Mutual

The generative AI product team at Northwestern Mutual is actively developing an automated BI agent designed to handle the bulk of routine BI tasks, empowering both technical and business stakeholders with faster, self-service access to insights. The goal is to democratize data access across the corporation, while allowing BI experts to focus on high-value, complex analytics.

In this session, Asaf Bord will dive into the techniques the team is using (including prompt chaining and orchestration), how they’ve structured the roadmap to balance quick wins with long-term R&D, and how the team wrapped it all in a user-friendly application that democratizes advanced analytics across the business.

Agenda Key

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  • Curated Case Studies: case studies, delivered by experts in the field, with a focus on actionable takeaways
  • Industry Perspectives: sponsor insights on data and AI landscape
  • Workshop: interactive session where leaders come together with peers, with an expert facilitator, to discuss common challenges and proven best practices

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